Dynamic Advisor Solutions’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Sell |
2,582
-115
| -4% | -$11.4K | 0.01% | 791 |
|
|
2025
Q1 | $278K | Buy |
2,697
+372
| +16% | +$38.4K | 0.01% | 731 |
|
|
2024
Q4 | $215K | Sell |
2,325
-725
| -24% | -$67.1K | 0.01% | 606 |
|
|
2024
Q3 | $317K | Sell |
3,050
-277
| -8% | -$28.8K | 0.01% | 730 |
|
|
2024
Q2 | $320K | Sell |
3,327
-497
| -13% | -$47.8K | 0.01% | 745 |
|
|
2024
Q1 | $380K | Buy |
3,824
+170
| +5% | +$16.9K | 0.01% | 682 |
|
|
2023
Q4 | $320K | Buy |
3,654
+254
| +7% | +$22.2K | 0.01% | 693 |
|
|
2023
Q3 | $273K | Buy |
3,400
+920
| +37% | +$73.9K | 0.01% | 684 |
|
|
2023
Q2 | $221K | Buy |
+2,480
| New | +$221K | 0.01% | 714 |
|
|
2020
Q3 | – | Sell |
-4,006
| Closed | -$228K | – | 600 |
|
|
2020
Q2 | $228K | Buy |
+4,006
| New | +$228K | 0.03% | 443 |
|